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SCHG
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Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Beacon Pointe Advisors, LLC holds 6.7M shares of SCHG (SCHWAB STRATEGIC TR), worth $195.2M as of 2026-Q1. The position was increased (+84.1% shares). SCHG represents 1.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$195.2M

Current Shares

6.7M

Total Value Change

+$116.9M

Total Shares Change

+5.9M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
6.7M
+84.1%
$195.2M1.0%$30.64
75
2025-Q4
Decreased
3.6M
-0.1%
$118.7M0.8%$32.88
0
2025-Q3
Decreased
3.6M
-0.2%
$116.3M1.0%$31.75
0
2025-Q2
Increased
3.7M
+0.2%
$106.7M1.1%$28.96
47
2025-Q1
Increased
3.6M
+4.6%
$91.2M1.0%$24.95
49
2024-Q4
Increased
3.5M
+334.8%
$97.1M1.1%$28.03
76
2024-Q3
Increased
801,075
+3.2%
$83.5M1.0%$25.78
43
2024-Q2
Increased
776,193
+0.5%
$78.3M0.9%$25.06
42

Other major holders of SCHG: ENVESTNET ASSET MANAGEMENT INC, Financial Engines Advisors L.L.C.

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